creating a detailed invoice after the sale

[tallyhorv]

Had to run a transaction with limited cell service.  I was unable to create an invoice, but was able to run a transaction.  How can I apply the transaction to a new invoice?

[Minion · Accepted solution]

Hey @tallyhorv 

Once you create your invoice, and send it to the customer you'll be able to do the following from the Dashboard.

• Create Invoice
• Click 3 dot menu to the right 
• Record Payment
• Choose POS
• Send Receipt to customer.

Also to note, You can go into the transaction in question, and select it  and scroll down and copy the receipt number and add that note to the invoice as well for both of your records.

Let me know if that worked for you!

[tallyhorv]

Worked great, thank you

[Minion]

You're welcome. 

Welcome to the Square Community by the way!